Wealthspire Advisors (New York)’s SPDR S&P MidCap 400 ETF Trust MDY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $8.88M | Sell |
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|
2025
Q2 | $8.68M | Sell |
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|
2025
Q1 | $8.95M | Buy |
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|
2024
Q4 | $9.02M | Buy |
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|
2024
Q3 | $8.55M | Buy |
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|
2024
Q2 | $6.25M | Sell |
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|
2024
Q1 | $6.86M | Sell |
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|
2023
Q4 | $6.38M | Sell |
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|
2023
Q3 | $5.82M | Sell |
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|
2023
Q2 | $6.2M | Sell |
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|
2023
Q1 | $6.24M | Buy |
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|
2022
Q4 | $4.99M | Sell |
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|
2022
Q3 | $5.26M | Buy |
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|
2022
Q2 | $5.24M | Buy |
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|
2022
Q1 | $4.42M | Sell |
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|
2021
Q4 | $5.9M | Sell |
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|
2021
Q3 | $6.92M | Buy |
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|
2021
Q2 | $5.17M | Buy |
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|
2021
Q1 | $4.96M | Buy |
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|
2020
Q4 | $3.82M | Buy |
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|
2020
Q3 | $684K | Sell |
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|
2020
Q2 | $681K | Sell |
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|
2020
Q1 | $3.06M | Buy |
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|
2019
Q4 | $788K | Buy |
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|
2019
Q3 | $685K | Buy |
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|
2019
Q2 | $583K | Hold |
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|
2019
Q1 | $568K | Hold |
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|
2018
Q4 | $498K | Buy |
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